How do I update a credit card or e-check?

You can assist a customer who is wanting to update or change their payment account [i.e. credit card or e-check] by modifying an EFT accounts in CT5. Here are some of the items you can update:

  • Add a payment method
  • Delete a payment method
  • Update a card’s expiration date
  • Change billing information

Modify EFT Account

  1. In CT5, go to Camplink > Customers.
  2. Enter the name of the customer and select Find. Select the  icon to open the Individual Details. You can also modify EFT accounts for Families or Groups.

  1. Select Actions > Modify EFT Accounts.

Follow the instructions below to perform different tasks for credit cards or electronic checks.

Credit Card

Add Credit Card
  1. Select Credit Card and then select Next.

  1. Update the billing information and enter the card information and then select Finish.

Delete Credit Card
  1. Select Credit Card and then select a Payment Account.
  2. Select Delete Selected Account.

  1. Enter Yes and then select OK.

Quick Tip – If you delete a Payment Account that is currently part of an AutoPay Schedule, the AutoPay Schedule will be cancelled and you will need to set up a new one.
Update Credit Card
  1. Select Credit Card and then select a Payment Account and then select Next.

  1. Update information as needed.

  • Billing Information
  • Expiration Date
  • Security Code
  • Select Send Email Notification to default the Electronic Payment Notification Automated Email to send when a payment is made.\
  1. Once updates are complete, select Finish.
Note – Due to security issues, card numbers cannot be updated. To update a card, delete the payment account and then add the new card.
Quick Tip – The security code is optional and can be left blank. You will not need the security code when making payments internally using CT5 or CT6. The customer, however, will be asked for the security code when making payments on the Registration Site.

Electronic Check

Add Electronic Check
  1. Select Electronic Check and then select Next.

  1. Update the billing information and enter the e-check information and then select Finish.

Delete E-Check
  1. Select Electronic Check and then select a Payment Account.
  2. Select Delete Selected Account.

  1. Enter Yes and then select OK.

Quick Tip – If you delete a Payment Account that is currently part of an AutoPay Schedule, the AutoPay Schedule will be cancelled and you will need to set up a new one.
Update E-Check
  1. Select Electronic Check and then select a Payment Account and then select Next.

  1. Update billing information and then select Finish.

Note – Due to security issues, bank account information cannot be updated. To update an electronic check, delete the payment account and then add the new electronic check.
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